Index the file for a will contest
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List each will, its date, any person the file shows drafted it or cared for the testator, and any medical note already in the file, each with the page. Write no sentence of a filing and no outline of testimony.
- What the lawyer must review
- You write every filing. Section 6100.5(a)(1) states that a person is not mentally competent who cannot understand the testamentary act, understand and recollect the nature and situation of the property, or remember and understand the person's relations to living descendants, spouse, and parents, and those whose interests are affected. Section 6100.5(a)(2) covers a mental health disorder with delusions or hallucinations that result in a devise the person would not have made without them. Section 21380(a) lists the persons whose donative transfer is presumed the product of fraud or undue influence. The presumption is rebutted by clear and convincing evidence, except that § 21380(c) makes it conclusive for a transfer to the drafter and to a person related to or associated with the drafter as described in paragraphs (5), (6), and (7). Section 21382 states exceptions that were not opened. Section 6110 is the writing and witness rule.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.